CB

Chris Bulman Portfolio holdings

AUM $175M
1-Year Est. Return 12.17%
This Quarter Est. Return
1 Year Est. Return
+12.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
+$676K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$1.09M
3
+$978K
4
PAUG icon
Innovator US Equity Power Buffer ETF August
PAUG
+$925K
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$798K

Top Sells

1
+$1.15M
2
+$939K
3
+$783K
4
PJUN icon
Innovator US Equity Power Buffer ETF June
PJUN
+$581K
5
YSEP icon
FT Vest International Equity Buffer ETF September
YSEP
+$496K

Sector Composition

1 Technology 9.85%
2 Industrials 1.51%
3 Consumer Discretionary 1.39%
4 Consumer Staples 1.34%
5 Financials 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.53M 1.04%
37,702
+9,572
27
$1.26M 0.86%
43,361
-1,369
28
$1.26M 0.86%
44,214
-1,600
29
$1.25M 0.85%
10,327
+588
30
$1.24M 0.85%
37,706
-1,419
31
$1.23M 0.84%
32,104
+1,488
32
$1.18M 0.8%
33,875
-1,368
33
$1.17M 0.8%
24,991
+2,897
34
$1.12M 0.76%
2,607
+137
35
$993K 0.68%
16,327
-950
36
$969K 0.66%
3,704
+109
37
$947K 0.64%
14,030
-13,908
38
$944K 0.64%
1,520
+17
39
$941K 0.64%
10,301
-753
40
$856K 0.58%
21,803
-7,465
41
$798K 0.54%
+13,478
42
$790K 0.54%
4,166
43
$787K 0.54%
+27,948
44
$779K 0.53%
21,679
-2,480
45
$762K 0.52%
23,113
-1,668
46
$758K 0.52%
1,314
+52
47
$758K 0.52%
22,806
-1,558
48
$722K 0.49%
22,877
-1,546
49
$716K 0.49%
+9,140
50
$698K 0.48%
18,916
-972
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2
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